Skip to content
Disclosery

Modern Wealth Management, LLC: FMAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on FMAY, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 13,620 FMAY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,620 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $765,444.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,620 shares
    Change vs previous 13F -1,031 shares

    0.01% of the 13F portfolio, value $723,364.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,651 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $783,096.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,651 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $765,469.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 14,651 shares
    Change vs previous 13F -1,855 shares

    0.02% of the 13F portfolio, value $732,990.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 16,506 shares
    Change vs previous 13F -214 shares

    0.02% of the 13F portfolio, value $762,224.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 16,720 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $793,030.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).